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Do You Know About the Pension Protection Act's New Rules?

Producers should be aware of the Pension Protection Act rules that go into effect January 1st, 2010. Under the new rules, income tax free cash value withdrawals are available from special non-qualified annuities. This means the withdrawals will not be considered taxable income when used for qualifying LTC expenses.

Producers should be aware of the Pension Protection Act rules that go into effect January 1st, 2010. Under the new rules, income tax free cash value withdrawals are available from special non-qualified annuities. This means the withdrawals from an annuity linked with a LTC contract will not be considered taxable income when used for qualifying LTC expenses.

Resources for Producers!

First Protective offers a variety of resources for you to learn about the Pension Protection Act and to market eligible products to your clients. This marketing package includes:

Agent Training Resources

Consumer Approved Resources

Product Training

Video training by Rachel Smith on First Protective's Wealth Transfer Platform - This presentation covers all of the major product lines available from First Protective's Wealth Transfer team. Rachel uses a series of case studies to illustrate wealth transfer strategies from life insurance based long term care products to PPA eligible annuity products. This is a MUST SEE video for learning this market